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Compass Wealth Management’s IBM IBM Stock Holding History

Compass Wealth Management’s Portfolio IBM Stock Details IBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-835
Closed -$236K – 107
2025
Q3 		$236K Hold
835
– – 0.05% 142
2025
Q2 		$246K Hold
835
– – 0.06% 141
2025
Q1 		$208K Buy
835
+5
+0.6% +$1.22K 0.05% 148
2024
Q4 		$182K Hold
830
– – 0.04% 157
2024
Q3 		$183K Hold
830
– – 0.04% 161
2024
Q2 		$144K Hold
830
– – 0.04% 178
2024
Q1 		$158K Hold
830
– – 0.04% 171
2023
Q4 		$136K Hold
830
– – 0.04% 174
2023
Q3 		$116K Buy
830
+352
+74% +$50.1K 0.04% 174
2023
Q2 		$64K Sell
478
-64
-12% -$8.26K 0.02% 224
2023
Q1 		$71.1K Buy
542
+198
+58% +$26.5K 0.02% 211
2022
Q4 		$48.5K Buy
+344
New +$47.5K 0.02% 236

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Compass Wealth Management's IBM Position: Q4 2025 in Review

Compass Wealth Management sold out of IBM (IBM) in Q4 2025, closing a stake of 835 shares — an estimated $236K sold.

Compass Wealth Management first reported a position in IBM in Q4 2022 and held it in 12 quarters. The position peaked at $246K in Q2 2025. 3,683 funds tracked by Wall St. Rank hold IBM as of Q4 2025.

  • Compass Wealth Management reported no remaining IBM position as of Q4 2025 after selling out during the quarter.
  • Compass Wealth Management sold 835 IBM shares in Q4 2025, an estimated $236K.
  • Compass Wealth Management first reported a position in IBM in Q4 2022 and held it in 12 quarters.
  • Compass Wealth Management's IBM position peaked at $246K in Q2 2025.
  • 3,683 funds tracked by Wall St. Rank held IBM as of Q4 2025.

Based on Compass Wealth Management's 13F filing for Q4 2025, filed 11 Feb 2026.